+43.4%
SMH vs AAOI
+91.2%
-47.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AAOI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -7.3% | +4.6% | -1.7% |
| 7D | -11.2% | -27.9% | +16.7% | -6.9% |
| 30D | -20.4% | -51.2% | +30.8% | -12.4% |
| 3M | -12.4% | -55.0% | +42.6% | -3.2% |
| 6M | -0.5% | -65.7% | +65.2% | +10.5% |
| YTD | +40.0% | +70.0% | -30.0% | +28.8% |
| 1Y | +43.4% | +100.9% | -57.5% | +26.6% |
| All | +43.4% | +91.2% | -47.8% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAOI.
Daily Out/Under-Performance
Portfolio return minus AAOI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAOI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded AAOI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling